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Rockbridge Investment Management’s Amazon AMZN Stock Holding History

Rockbridge Investment Management’s Portfolio AMZN Stock Details AMZN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.4M Buy
10,082
+118
+1% +$29.6K 0.2% 40
2026
Q1 		$2.08M Buy
9,964
+31
+0.3% +$6.83K 0.19% 41
2025
Q4 		$2.29M Buy
9,933
+934
+10% +$214K 0.21% 38
2025
Q3 		$1.98M Sell
8,999
-3
-0% -$679 0.2% 41
2025
Q2 		$1.97M Sell
9,002
-335
-4% -$66.3K 0.21% 39
2025
Q1 		$1.78M Sell
9,337
-357
-4% -$77.5K 0.21% 39
2024
Q4 		$2.13M Buy
9,694
+175
+2% +$35.8K 0.27% 35
2024
Q3 		$1.77M Buy
9,519
+512
+6% +$93.4K 0.23% 43
2024
Q2 		$1.74M Hold
9,007
– – 0.25% 42
2024
Q1 		$1.62M Sell
9,007
-2,095
-19% -$350K 0.24% 42
2023
Q4 		$1.69M Buy
11,102
+1,612
+17% +$226K 0.26% 39
2023
Q3 		$1.21M Buy
9,490
+2,210
+30% +$296K 0.21% 45
2023
Q2 		$949K Sell
7,280
-60
-0.8% -$6.85K 0.17% 51
2023
Q1 		$758K Sell
7,340
-60
-0.8% -$5.8K 0.14% 57
2022
Q4 		$622K Sell
7,400
-380
-5% -$37.5K 0.13% 60
2022
Q3 		$879K Sell
7,780
-820
-10% -$104K 0.21% 47
2022
Q2 		$913K Buy
8,600
+1,360
+19% +$170K 0.2% 46
2022
Q1 		$1.18M Sell
7,240
-2,580
-26% -$399K 0.18% 62
2021
Q4 		$1.64M Buy
9,820
+440
+5% +$75.3K 0.24% 54
2021
Q3 		$1.54M Sell
9,380
-2,240
-19% -$386K 0.25% 51
2021
Q2 		$2M Buy
11,620
+60
+0.5% +$9.97K 0.34% 43
2021
Q1 		$1.79M Buy
11,560
+3,360
+41% +$533K 0.34% 43
2020
Q4 		$1.33M Sell
8,200
-620
-7% -$98.9K 0.27% 48
2020
Q3 		$1.39M Buy
8,820
+1,440
+20% +$227K 0.33% 43
2020
Q2 		$1.02M Buy
+7,380
New +$891K 0.26% 48

Other funds holding AMZN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Rockbridge Investment Management's AMZN Position: Q2 2026 in Review

Rockbridge Investment Management increased its Amazon (AMZN) stake by 1.2% in Q2 2026, buying an estimated $29.6K and bringing the position to 10,082 shares worth $2.4M. The position accounts for 0.2% of the portfolio, ranked #40.

Rockbridge Investment Management first reported a position in AMZN in Q2 2020 and has held it in 25 quarters since. 6,111 funds tracked by Wall St. Rank hold AMZN as of Q2 2026.

  • Rockbridge Investment Management held 10,082 shares of Amazon worth $2.4M as of Q2 2026.
  • Rockbridge Investment Management bought 118 Amazon shares in Q2 2026, an estimated $29.6K.
  • Amazon made up 0.2% of Rockbridge Investment Management's portfolio in Q2 2026, its #40 holding.
  • Rockbridge Investment Management first reported a position in Amazon in Q2 2020 and has held it in 25 quarters since.
  • 6,111 funds tracked by Wall St. Rank held Amazon as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.